Axiom's investment philosophy and 'temporal arbitrage'

Allen outlines Axiom's focus on companies using Bitcoin as technology, not financial exposure, and the firm's edge.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

My guest today is Allen Farrington, writer, investor, and co-founder of Axiom, a Bitcoin-focused venture capital firm backing companies that use Bitcoin as real infrastructure rather than speculation. Allen co-authored “Bitcoin is Venice” and “Only the Strong Survive” and draws on a background in math, philosophy, Austrian economics, and long-term equity investing to explain why Bitcoin is both a technological breakthrough and a venture opportunity hiding in plain sight. In this episode, he shares why he believes the most valuable startups will use Bitcoin as invisible plumbing for payments, energy, and financial services rather than marketing themselves as “Bitcoin companies.” We explore why current stablecoin systems break under real demand, how Lightning and Taproot Assets enable issuer competition and scalable payments, and why the long arc ends with e-cash and Bitcoin-native money. Allen frames Axiom’s edge as “temporal arbitrage”: investing early where technical understanding and adoption are low, anticipating that in a decade the market will recognize the value created by Bitcoin-based infrastructure.

► If you got value, please like, comment, share, follow and support my work. Thank you!

-- SPONSORS --

→ Get your TREZOR wallet & accessories, with a 5% discount, using my code at checkout (get my discount code from the episode - yep, you’ll have to watch it): https://affil.trezor.io/SHUn

→ Shield your bitcoin with time-delayed transactions over multisig with BitVault: https://bit.ly/bitvault_efrat

– AFFILIATES –

→ Get 10% off on Augmented NAC, with the code YCXKQDK2 via this link: https://store.augmentednac.com/?via=efrat (Note, this is not medical advice and you should consult your MD)

→ Watch “New Totalitarian Order” conference with Prof. Mattias Desmet & Efrat - code EFRAT for 10% off: https://efenigson.gumroad.com/l/desmet_efrat

→ Get a second citizenship and a plan B to relocate to another country with Expat Money, leave your details for a follow up: https://expatmoney.com/efrat

→ Join me in any of these upcoming events: https://www.efrat.blog/p/upcoming-events

-- LINKS –

Allen’s X: https://x.com/allenf32Axiom Website: https://www.axiombtc.capital/about

Efrat's Twitter: https://twitter.com/efenigson

Efrat's Channels: https://linktr.ee/efenigson

Watch/listen on all platforms: https://linktr.ee/yourethevoice

Support Efrat's work: ⁠https://www.buymeacoffee.com/efenigson ⁠

Support Efrat with Bitcoin: https://geyser.fund/project/efenigson

-- CHAPTERS –

00:00 - Coming Up

01:12 - Introduction to Allen

03:20 - Discovering Bitcoin & Career Trajectory